We offer free, no obligation consultations for any family who has experienced the loss of a loved one.
STEPS TO TAKE WITH A WILL
If your loved one had a Will, the family will go through a process called Probate. This checklist outlines the steps to take when a loved one passes away with a Will.
STEPS TO TAKE WITH A LIVING TRUST
If your loved one had a Living Trust, the family will go through a process called Trust Administration. This checklist outlines the steps to take when a loved passes away with a Trust.
Do not retitle any assets before speaking with a qualified estate planning attorney. That meeting should take place approximately two weeks after your loved one has passed.